With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Scott Koplar

AAMS, APMA

Financial Advisor

Vice President of KW Capital Advisors
Learn more about Scott Koplar Visit Scott Koplar's website

Zoe Whitmore

MBA, CFP®, CPWA®

Private Wealth Advisor

Managing Director of KW Capital Advisors
Learn more about Zoe Whitmore Visit Zoe Whitmore's website

Nate Gann

APMA

Associate Financial Advisor

Learn more about Nate Gann Visit Nate Gann's website


Our team

Traci Kammerer

Traci Kammerer

Practice Manager

Deirdre Carroll

Deirdre Carroll

Client Service Coordinator